See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,398 | $76,552-61.6% | $123,892-76.3% | $62,891-53.3% |
| Participation rate | 26.4% | 73.0%-46.6pp | 81.4%-55.0pp | 69.3%-42.9pp |
| Annual return | -2.08% | 18.68%-20.8pp | 47.52%-49.6pp | 20.14%-22.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,825 | $4,840-41.6% | $5,984-52.8% | $3,203-11.8% |
| Admin fee / account holder | $6,507 | $4,826+34.8% | $8,357-22.1% | $4,296+51.5% |